Gabriel Bernardi is a registered investment advisor at Ocean Park Asset Management, LLC, based in Nashville, TN, with 3 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $2.0M | Included |
| $2M+ | 1.20% |
Fees are negotiable. The blended rate for accounts between $500,000 and $2,000,000 is calculated as 2.4% on the first $500,000 and 1.8% on the portion exceeding $500,000. Accounts holding affiliated funds receive a fee offset credit.
Fee Estimator
Location
333 Commerce St., Nashville, TN, 37201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ocean Park Asset Management, LLC
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Jackson National Life Distributors LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.